State Street Fixed Income Sector Rotation ETF
FISR
29 hedge funds and large institutions have $74.3M invested in State Street Fixed Income Sector Rotation ETF in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 4 reducing their positions, and 4 closing their positions.
375% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 4
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
20% more capital invested
Capital invested by funds: $62.1M → $74.3M (+$12.2M)
0% more funds holding
Funds holding: 29 → 29 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
7.47% less ownership
Funds ownership: 81.94% → 74.47% (-7.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$10.5M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$2.48M |
| 3 |
APC
Aspire Private Capital
Cornelius,
North Carolina
|
+$1.11M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1M |
| 5 |
PAS
Park Avenue Securities
New York
|
+$976K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.54M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.05M |
| 3 |
SL
Savior LLC
Wellesley Hills,
Massachusetts
|
-$520K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$260K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$75K |
FISR Hedge Fund Activity: Q3 2021 in Review
29 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in State Street Fixed Income Sector Rotation ETF (FISR) for Q3 2021, worth a combined $74.3M — up 20% from $62.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FISR positions and 4 closed out — a net gain of 1 holder — while 19 added to existing stakes and 4 trimmed.
The largest buyer was LPL Financial, adding an estimated $10.5M. The largest seller was Envestnet Asset Management, cutting an estimated $4.54M.
- 29 institutional investors held State Street Fixed Income Sector Rotation ETF (FISR) as of Q3 2021, unchanged from Q2 2021.
- Funds reported $74.3M of State Street Fixed Income Sector Rotation ETF stock for Q3 2021, up 20% quarter-over-quarter.
- 5 funds opened new State Street Fixed Income Sector Rotation ETF positions in Q3 2021 and 4 closed out, a net change of +1 holder.
- The largest State Street Fixed Income Sector Rotation ETF buyer in Q3 2021 was LPL Financial, an estimated $10.5M added.
- The largest State Street Fixed Income Sector Rotation ETF seller in Q3 2021 was Envestnet Asset Management, an estimated $4.54M sold.
Based on aggregated 13F filings for Q3 2021.